Investment Rating - The industry investment rating is "Positive" (maintained) [3] Core Viewpoints - The report emphasizes the importance of renewable energy substitution as a key approach to achieving carbon peak goals, highlighting various sectors such as metallurgy and public buildings for electric energy replacement [3][4] - The guidance issued by the National Energy Administration aims to significantly increase renewable energy consumption, projecting consumption levels of 1.1 billion tons in 2025 and 1.5 billion tons in 2030, which is an increase of 100 million tons from previous plans [2][3] - The report identifies investment opportunities in green electricity operators and green hydrogen sectors, recommending specific companies for investment [4] Summary by Sections Renewable Energy Consumption Goals - The report outlines that renewable energy consumption is expected to reach 1.1 billion tons by 2025 and 1.5 billion tons by 2030, with a projected share of about 25% of total energy consumption by 2030 [2][3] Key Investment Opportunities - Focus on green electricity operators, with recommendations for companies such as Longyuan Power, Datang Renewable, and China Power, which are expected to benefit from the green certificate and carbon market mechanisms [4] - Attention is also drawn to the green hydrogen and electric energy substitution sectors, with suggested companies including Dongfang Electric and Huaguang Huaneng [4] Mechanisms for Promoting Renewable Energy - The report discusses the establishment of a green certificate system to facilitate renewable energy consumption and its integration with the national carbon market, which is expected to drive the underlying demand for renewable energy [3][4] - Encouragement of integrated projects that combine renewable energy generation, storage, and consumption to enhance local utilization of renewable resources [3]
可再生能源替代行动指导意见点评:促进可再生能源消费 绿电价值有望提升
Hua Yuan Zheng Quan·2024-11-04 03:12